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CWBC

Community West Bancshares

73 hedge funds and large institutions have $73.5M invested in Community West Bancshares in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

6.46% less ownership

Funds ownership: 73.01%66.55% (-6.5%)

10% less funds holding

Funds holding: 8173 (-8)

45% less capital invested

Capital invested by funds: $134M → $73.5M (-$60.5M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
73
Holders Change
-8
Holders Change %
-9.88%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
26
Reduced
27
Closed
10
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$8.69M +$1.56M +87,473 +15%
BlackRock
2
BlackRock
New York
$7.83M -$440K -24,686 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.35M +$34.9K +1,962 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.93M +$453K +25,422 +6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.04M -$1.87M -105,252 -25%
BCM
6
BHZ Capital Management
California
$2.85M +$1.45M +81,658 +59%
DGHMC
7
Dalton, Greiner, Hartman, Maher & Co
New York
$2.77M +$395K +22,185 +12%
State Street
8
State Street
Massachusetts
$2.69M -$177K -9,931 -5%
State of Wisconsin Investment Board
9
State of Wisconsin Investment Board
Wisconsin
$2.61M
Renaissance Technologies
10
Renaissance Technologies
New York
$2.46M +$76.6K +4,300 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.2M +$233K +13,084 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.97M +$731K +41,075 +37%
Northern Trust
13
Northern Trust
Illinois
$1.68M +$79.6K +4,471 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.53M +$56.5K +3,176 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.38M -$75.3K -4,227 -4%
BCM
16
Bridgeway Capital Management
Texas
$1.32M
WC
17
Walthausen & Co
New York
$1.18M +$108K +6,060 +7%
PAM
18
Panagora Asset Management
Massachusetts
$1.17M -$827K -46,445 -34%
KCM
19
Kennedy Capital Management
Missouri
$1.14M -$206K -11,547 -12%
MAM
20
Martingale Asset Management
Massachusetts
$990K +$260K +14,600 +24%
LSV Asset Management
21
LSV Asset Management
Illinois
$982K -$5.34K -300 -0.4%
FFG
22
Ford Financial Group
California
$668K +$726K +40,800 +389%
PP
23
Prospector Partners
Connecticut
$646K
SCP
24
Siena Capital Partners
Illinois
$618K
BFC
25
Banc Funds Company
Illinois
$570K -$16K -900 -2%

CWBC Hedge Fund Activity: Q1 2020 in Review

73 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2020, worth a combined $73.5M — down 45% from $134M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CWBC and 3 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was Private Management Group, adding an estimated $1.56M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $9.69M sold.

  • 73 institutional investors held Community West Bancshares (CWBC) as of Q1 2020, down from 81 in Q4 2019.
  • Funds reported $73.5M of Community West Bancshares stock for Q1 2020, down 45% quarter-over-quarter.
  • 3 funds opened new Community West Bancshares positions in Q1 2020 and 10 closed out, a net change of -7 holders.
  • The largest Community West Bancshares buyer in Q1 2020 was Private Management Group, an estimated $1.56M added.
  • The largest Community West Bancshares seller in Q1 2020 was Elizabeth Park Capital Advisors, an estimated $9.69M sold.

Based on aggregated 13F filings for Q1 2020.